Larry Blades is a financial advisor with Retirement Solutions in Rio Rancho, NM, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at Redwood Private Wealth LLC, Redwood Tax Specialists, and Senior Income Solutions. He also operates as a licensed insurance producer and tax advisor through Oakwood Summit, LLC. Retirement Solutions is an independent, single-advisor registered investment adviser focusing on discretionary and non-discretionary asset management, financial planning, and ERISA retirement-plan services for individuals, high-net-worth clients, and pension and profit-sharing plans. The firm emphasizes long-term, strategic asset allocation with periodic rebalancing and retirement income planning, and it maintains a co-advisor relationship with Gradient Investments, LLC for portfolio management and related services.

Shawn Loddy is the sole advisor at SML Advisory in Rio Rancho, New Mexico, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has operated SML Advisory since 2015 and concurrently maintains a life and health insurance practice as a sole proprietor since 2002. Outside of financial advising, Loddy works part-time as a technician for Breakout AV. SML Advisory provides comprehensive investment management services to individuals, high-net-worth clients, business entities, and retirement plans. The firm employs fundamental, technical, and cyclical analysis in its investment process and offers both discretionary and non-discretionary portfolio management, including ERISA plan services and qualified plan consulting.

Jose Aragon is a financial advisor at Petroglyph Wealth with three years of industry experience. He held a long tenure at PineBridge Investments from 2003 to 2022 and was retired for one year before founding his current firm in 2023. Aragon serves as a board member of New Mexico Eviction Prevention & Diversion, an organization focused on reducing evictions and supporting housing stability. Petroglyph Wealth Management is an independent advisory firm serving individual investors, solo entrepreneurs, and small businesses with portfolio management and financial planning. The firm employs a variety of investment strategies including modern portfolio theory and options trading, primarily using ETFs, and manages approximately $10.4 million in discretionary assets.

Brenton Fewox is a financial advisor at Atlas Capital Management Corp with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Atlas since 2019. Outside of his advisory role, he serves as a bishop at The Church of Jesus Christ of Latter Day Saints, providing counseling and welfare care to members. Atlas Capital Management Corp offers discretionary portfolio management and non-discretionary consulting to individuals, families, trusts, estates, and family businesses through proprietary asset-management programs. The firm manages thousands of client accounts using an active, macro-oriented investment process driven by proprietary indicators and a suite of specialized strategies.

Matthew Kindley is a Series 65-licensed financial advisor with SJHL Financial Group in Rio Rancho, NM. He has one year of industry experience and has held prior roles at several firms including Cornerstone University and Nagel CPA's, LLC. SJHL Financial Group offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and small businesses. The firm focuses on customized, goal-based portfolios using low-cost, diversified mutual funds and ETFs, employing a long-term investment strategy supported by fundamental analysis.

Jon Paul Espinoza is a financial advisor at Bull Harbor Capital LLC with 25 years of industry experience. His career includes roles at Eagle Strategies, NYLIFE Securities LLC, New York Life Insurance Company, and Guardian Life. He holds Series 63 and Series 66 licenses. Bull Harbor Capital LLC serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $354.8 million for around 421 clients through a team of 28 advisors, offering discretionary portfolio management, financial planning, and retirement-plan advisory services with a focus on customized, primarily long-term portfolios.

Roger Nagel is a PFS™ credentialed advisor with SJHL Financial Group, bringing eight years of industry experience. He has previously worked at Archer Investment Corporation and has a long history with Nagel CPAs, LLC, where he served for 17 years. Outside of his advisory role, Nagel is involved as a managing director in a farming business. SJHL Financial Group provides investment advisory and financial planning services to individuals, trusts, small businesses, and retirement plans. The firm employs a goal-based, long-term investment approach using low-cost, diversified mutual funds and ETFs, and operates as a multi-adviser team with outsourced sub-advisory and custodial functions.

Antonio Pacheco is a financial advisor at Thurston Springer Advisors with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Phillips Capital Advisors, UBS Financial Services, and Ameriprise. Pacheco also operates AP Capital Management, Inc., a personal branding investment-related business. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing both buy-and-hold and active investment strategies tailored to client objectives.

Todd Strasser is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 66 credential and 15 years of industry experience. His prior roles include positions at Wells Fargo, Northwestern Mutual, and Bank of the West. Buck Wealth Strategies provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, and employer-sponsored plans. The firm employs a top-down macro investment approach with tactical asset allocation and integrates third-party managers and options strategies in portfolio construction.

Edward Lovato is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds a Series 65 credential and has a background in law, operating his own legal practice, Lovato Law, PC, since 2017. Lovato also serves as an elected probate judge for Sandoval County Probate Court. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of about 100 independent advisors, offering portfolio management, financial planning, and retirement consulting services with a range of investment approaches and third-party platform integrations.

Jed Webb is an Investment Advisor Representative at PFG Advisors with 12 years of industry experience. He has held positions at multiple firms including SECURITIES AMERICA, Inc., Foothill Securities Inc, and Cue Financial Group. Webb maintains dual registrations and operates his own advisory entity, Peter C Webb. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm’s investment approach combines model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis.

Jacqueline Martinez is a financial advisor at Buck Wealth Strategies, LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at firms including Madison Avenue Securities and Raymond James Financial. Outside of her advisory role, her background includes experience with a dessert studio and event company. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach incorporating tactical asset allocation, sector rotation, and options strategies, and often works with outside money managers to implement client portfolios.

Brandon Thurgood is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 65 credential and eight years of industry experience. His prior roles include positions at Oxford Wealth Advisors, Townsquare Capital, and Horter Investment Management. Outside of advisory work, he is involved with E.A. Buck Financial Services, offering fixed life, health products, and fixed annuities. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach focused on tactical asset allocation, sector rotation, and growth/value frameworks, and is noted for its use of options strategies and engagement with third-party money managers.

Bryan Cantrell is a financial advisor at Mercer Global Advisors Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, LPL Financial, and Square 72 Investments. Outside of advising, he is a passive investor in a commercial real estate project. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm follows a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios and offers a range of investment implementation options alongside financial and retirement planning services.

Daniel Aviles Jr. is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has been with Valic Financial Advisors since 2013 and also holds an agent position with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Warren Hoppe is a financial advisor with Guardian Life holding the ChFC® designation and a Series 66 license, with 48 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance since 1999, alongside managing his own business since 1993. His work includes insurance sales in life, health, disability, and long-term care. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, retirement plan sponsors, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Scott Covey is a financial advisor with Osaic Institutions, Inc., holding a Series 66 designation and 26 years of industry experience. His career includes roles at LPL Financial, CUNA Brokerage Services, Cuna Mutual Group, Waddell & Reed, and Investment Professionals, Inc. He has also been involved with Del Norte Investment Services. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory and financial planning services, utilizing a hybrid adviser/broker-dealer structure with a distinctive model that includes a lending marketplace and access to alternative investments.

Bemelda Bragado is a Series 65-licensed advisor at Mercer Global Advisors Inc. with 10 years of industry experience. She previously worked at SB Capital Management, Inc. for 11 years before joining Mercer. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, using a mix of low-cost ETFs, index funds, separate account managers, and private funds.

Angel Ramirez is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials. He has been with Empower since 2026, having previously worked at Wells Fargo and Northwestern Mutual in various roles during the last two years. Ramirez has no prior industry experience before 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates rather than short-term forecasts.

John Marek is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His background includes roles at CUNA Mutual Group, Cetera Advisor Networks, and Morgan Stanley, among others. Outside of his advisory work, he is a CrossFit coach and operates a home-based car rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Ronald Baker is a Certified Financial Planner® at Raymond James Financial with 32 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Inc., Bank of America, N.A., and has been with Raymond James since 2017. He serves on an investment committee overseeing governance and portfolio oversight in his community. Raymond James Financial Services Advisors, Inc. provides tailored financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm emphasizes non-discretionary planning using analytical tools and supports municipal and public finance work through its unique affiliations.

Michael Kelly is a financial advisor with UBS Financial Services in Rio Rancho, NM, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at UBS since 1992. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Roger Legendre is a Series 66-licensed financial advisor with Edward Jones in Rio Rancho, NM, having joined the firm in 2024. Before entering the financial industry, he spent 19 years with the Albuquerque Police Department. He also worked briefly with Spinoso Real Estate Group in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Alton Green is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Cetera Wealth Services, VOYA Financial Advisors, and Dunagan Associates. He is involved with nonprofit organizations such as N-X Ranch and founded H2OCFC, which focuses on supplying and delivering water and related equipment. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts through a multi-manager platform. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets with a large network of advisors nationwide.

Kyle Pearce is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Osaic in 2023, he worked at Wells Fargo Clearing and Wells Fargo Bank, NA from 2011 to 2023. He is also the owner of Aplomb Financial LLC, an entity used for business expenses. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated brokerage, investment advisory, and financial planning services, utilizing asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing across multiple investment types and advisory platforms.

Kien Nguyen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and one year of experience in the industry. Prior to joining Wells Fargo in 2026, Nguyen worked five years at JPMorgan Chase Bank and J.P. Morgan Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Angelica Lovato is a Series 66-registered financial advisor at Merrill with eight years of industry experience. She has been with Merrill and Bank of America since 2007. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutional plans.

Cameron Dunn is a financial advisor with Raymond James Financial in Albuquerque, NM, holding a Series 66 designation and beginning his advisory career in 2026. Prior to entering the financial industry, he served eight years in the United States Navy. Outside of finance, he is involved with Hops & Dough Taproom. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to provide tailored, non-discretionary advice and supports municipal and public finance work through a unique municipal advisor affiliation.

Angela Ipock is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. She previously worked at Merrill Lynch and UBS Financial Services before joining Raymond James in 2018. Ipock is also associated with Baker Wealth Planning Group in a support role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Tina Garcia is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked in real estate with several firms including Elysium Realty Group and Red Fox Realty. She has also been self-employed since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering advisory programs with a range of investment strategies and managing over $1 trillion in assets. The firm maintains a large nationwide network of advisors and branch offices, providing both discretionary and non-discretionary investment solutions under a fiduciary standard.

Phillip Perkins is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Edward Jones for 36 years since 1990, based in Rio Rancho, NM. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charles Stelting II is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Jacquelyn Lev is a financial advisor with Cetera, holding a Series 66 license and nine years of industry experience. She also operates a CPA practice focused on tax preparation and IRS representation. Lev has worked with various Cetera entities since 2017 and spent time in public education prior to her financial advisory career. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, institutional, and retirement plan clients through a nationwide network of independent advisors. The firm offers a diverse range of portfolio management and financial planning services, including access to multiple program structures and third-party managers.

Marceil Shepherd is the Vice President and Executive Planning Consultant at Fidelity Investments, a position held since 2016. She has been with Fidelity since 2011, initially serving as a Planning and Guidance Consultant before advancing to her current role. Prior to joining Fidelity, she worked as a Financial Services Representative at MetLife Resources from 1996 to 2011. With 30 years of experience in benefits and financial planning, Marceil focuses on delivering personalized, client-centered financial planning support. Her expertise includes incorporating retirement benefits and equity compensation into long-term financial plans, aiding clients in making confident and well-informed decisions. She holds a California Insurance License.

Mark Moran is a financial advisor at Edward Jones in Bernalillo, New Mexico, holding a Series 66 designation with eight years of industry experience. He has worked at Edward Jones since 2018 and previously was affiliated with The Harbour Christian Church from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.